Number of Shares
286,016.00
Current Holdings Value*
$28.37 Mil
% of Portfolio
3.35%
Total Estimate Gain
$-111,536.49
% of Total Estimate Gain
-0.27%

Tanager Wealth Management LLP's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-06-30, Tanager Wealth Management LLP held 286,016.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $28.37 Mil. This investment constitutes 3.35% of their stock portfolio, and Tanager Wealth Management LLP now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2021Q4. And since then Tanager Wealth Management LLP has made 8 purchases of AGG, at an average price of $98.78, for a total of 422,307.00 shares. In addition, there have been 6 sales at an average price of $98.33 for 136,291.00 shares. Based on historical transaction data and AGG's current price of $98.60, Tanager Wealth Management LLP's estimated gain on his AGG holdings is $-111,536.49, reflecting a -0.27% gain to date.

Tanager Wealth Management LLP AGG ($98.60) Holding Chart

Tanager Wealth Management LLP AGG ($98.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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